Purchases and Sales Made in Q4 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.71K- 11.85% |
$212K - $217K
|
20.2K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.75K- 18.02% |
$215K - $220K
|
12.5K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.78K- 8.2% |
$217K - $222K
|
31.1K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.78K- 7.67% |
$217K - $223K
|
33.5K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.09K- 9.77% |
$241K - $247K
|
28.5K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.18K- 16.64% |
$248K - $254K
|
15.9K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-3.18K- 39.34% |
$248K - $255K
|
4.9K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.22K- 18.2% |
$251K - $258K
|
14.5K
$1.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.24K- 17.03% |
$253K - $260K
|
15.8K
$1.26M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.27K- 4.34% |
$256K - $262K
|
72.1K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.28K- 52.21% |
$256K - $262K
|
3K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.28K- 1.68% |
$256K - $262K
|
192K
$15.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.37K- 12.32% |
$263K - $269K
|
24K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.39K- 6.47% |
$265K - $271K
|
49K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.4K- 10.98% |
$266K - $272K
|
27.6K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.66K- 5.93% |
$285K - $293K
|
58K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.69K- 8.31% |
$288K - $296K
|
40.8K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 2.28% |
$303K - $311K
|
166K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.9K- 12.46% |
$305K - $312K
|
27.4K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.91K- 34.82% |
$305K - $313K
|
7.32K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.92K- 98.99% |
$306K - $314K
|
40
$3.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.98K- 10.82% |
$311K - $318K
|
32.8K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-4.15K- 48.05% |
$324K - $332K
|
4.48K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.19K- 59.3% |
$327K - $335K
|
2.88K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.26K- 4.53% |
$333K - $341K
|
89.8K
$7.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.53K- 11.51% |
$354K - $362K
|
34.8K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.54K- 16.01% |
$354K - $363K
|
23.8K
$1.89M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.57K- 11.61% |
$357K - $366K
|
34.8K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.58K- 8.02% |
$358K - $367K
|
52.6K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.81K- 7.97% |
$376K - $385K
|
55.6K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.84K- 42.17% |
$378K - $388K
|
6.64K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.92K- 30.32% |
$385K - $394K
|
11.3K
$901K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5.06K- 27.88% |
$395K - $405K
|
13.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.33K- 10.45% |
$416K - $427K
|
45.7K
$3.63M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.4K- 22.68% |
$422K - $433K
|
18.4K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.81K- 60.1% |
$454K - $465K
|
3.86K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.1K- 7.24% |
$476K - $488K
|
78.2K
$6.22M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-6.21K- 40.68% |
$485K - $497K
|
9.05K
$720K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-6.39K- 24.91% |
$499K - $512K
|
19.3K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-6.61K- 6.37% |
$516K - $529K
|
97.1K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 38.94% |
$525K - $539K
|
10.6K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-7.44K- 62.9% |
$581K - $595K
|
4.39K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.47K- 50.17% |
$583K - $598K
|
7.42K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.53K- 29.21% |
$588K - $603K
|
18.3K
$1.45M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.65K- 21.94% |
$598K - $613K
|
27.2K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-7.93K- 4.89% |
$619K - $635K
|
154K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.1K- 14.56% |
$633K - $648K
|
47.5K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-8.22K- 36.68% |
$642K - $658K
|
14.2K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.42K- 19.06% |
$657K - $674K
|
35.8K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-8.49K- 4.45% |
$663K - $680K
|
182K
$14.5M
|